SalesForce.com Inc. (CRM)

Core holding. 12-month price target of $330, good runway still. Still a buy at this level. Try for mid-$250s, and certainly in mid-$240s. 

In acquisition talks, so shares are down 5% today. It's testing its 100-day moving average, not since November. Was a serial buyer of businesses. He hopes AI is a way for them to grow. We'll see where the latest deal goes.

12-month price target of $318. Stick with it. Poster child of customer relationship management.

Is up 83% in the past year, thanks to new AI-related products. They reported after today's bell a modest top and bottom line beat and higher full-year sales forecast, but bears picked up on the light operating margin and revenue guidance a little weak. Shares are selling after hours, but shares also ran up before the report.

CRM saw three upgrades this week. A longtime favourite of his. It reports Wednesday. The stock may come in too hot before the report, which worries him, but if the quarter disappoints, buy it by Friday.

It is an obvious one for AI technology. In answer to the question don't trade it for NVDA. It's the same theme and they're both great.

You could take profits, but wait till they report. He'd sell calls around $285-290. There's going to be resistance around the high of October 2021. He'd add again around $260, and then $250.

Excellent company, and would recommend holding. Wait for share price weakness before buying given high valuation. 

An analyst upgrade noted a re-accelerating topline and a good EPS growth compounder.

#2 software company in the world by revenue, between MSFT at #1 and ADBE at #3. Customer relationship management. Heavy player in AI. Buy in thirds here around $266, in the low $250s, and around $240. No dividend.

It's at a 52-week high. Buy on a dip.

Been a lot of premature hype earlier this year, but AI is no fad and demands a long-term strategy. You need to pick the right companies, preferring large, establish companies over speculative smaller ones. AI will be a growth story in coming years.

He sold it (a small position) to add to his MSFT shares, which is a core position.

It reported today a tremendous quarter, a solid top and bottom line beat with a much better than expected operating margin, super cash flow while the data cloud division was up 42% YOY.

It reports next week. Two analysts just lowered price targets, but he likes this space, also owning Adobe and Microsoft